INVESCO INDIA ULTRA SHORT DURATION FUND vs HSBC Ultra Short Duration Fund compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹1231 Cr | ₹2496 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2010 | 29 Jan 2020 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund AI Index |
| Turn Over | 24% | 54% |
| Expense Ratio | 0.79 | 0.47 |
| Manager | Krishna Venkat Cheemalapati | Jalpan Shah |
| ISIN Code | INF205K01TM0 | INF336L01OW1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.5% | 0.53% |
| 6 Month | 3.17% | 3.24% |
| 1 Year | 7.11% | 7.19% |
| 3 Year | 7.02% | 7.17% |
| 5 Year | 5.49% | 5.76% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.45% | 1.49% |
| 1 Year | 6.75% | 6.87% |
| 3 Year | 7.08% | 7.19% |
| 5 Year | 6.44% | 6.63% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.44% | 6.29% |
| 3 Year | 7.37% | 5.57% |
| 5 Year | 7.38% | 5.68% |
Risk Management
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.31% | 0.25% |
| Sharp | 0.76% | 1.57% |
| Beta | 3.57% | 2.89% |
| Alpha | -0.71% | -0.37% |
Fund Managers
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Jalpan Shah |
| Total AUM | ₹24743 Cr | ₹16521 Cr |
| Funds Managed | 19 | 6 |
| INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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